James Francis Frank Cannon, CIMA, CPWA is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Baltimore, MD. With over three decades of experience, he specializes in guiding clients through major life events and helping them preserve and pass on their wealth. His customized approach focuses on thoughtful financial planning and wealth management that encompasses all aspects of his clients' financial lives.
Frank is a highly recognized professional, having received his Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association at The Wharton School of the University of Pennsylvania, as well as his Certified Private Wealth Advisor (CPWA) designation from the University of Chicago Booth School of Business. He graduated from the University of Delaware with a BA in Political Science. Frank's expertise and dedication to his clients have earned him recognition as one of Forbes' Best-in-State Wealth Advisors for multiple years.
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